As Managing Director and Senior Planner, Suzanne is responsible for both the financial planning needs of her clients and ensuring that the strategic goals of the business are met. She has invaluable knowledge and expertise in financial planning having worked for a variety of practices before becoming a founding Director of Heritage in 2006. Since then she has qualified as a Chartered and Certified Financial Planner and a Pension Transfer Specialist, and is also a Registered Life Planner with the Kinder Institute. Suzanne has comprehensive experience in all aspects of financial planning from retirement planning to specialist planning and enjoys working in niche areas where she firmly feels a focused and dedicated service is required. For this reason she recently joined Resolution, to enhance her experience when dealing with family based issues. Sue maintains a healthy work life balance and enjoys spending her downtime on family trips with her husband Jon and children Ben and Phoebe. She also enjoys keeping fit, having recently run the Reading Half Marathon to raise much needed funds for our sponsored charity 'Creating Better Futures'.